WORKING WITH YOU TO SECURE YOUR FINANCIAL FUTURE
Financial planning is so often an overwhelming, time-consuming, and downright scary thing. So often you feel pressured into making decisions that will impact your financial wellbeing with limited amounts of knowledge, and complicated jargon-filled documents that are nearly impossible to understand.
At Rich Ideas, we feel it is essential to cut through all of that complexity by focusing on you and your unique needs. We also believe that if you do not understand something, then we must unpack it with you in such a way where you fully understand what solution is on offer. We want to make sure that the products we have on offer actually meet your needs and are never simply sold to you to make a profit.
Our clients are all over South Africa. We offer our coaching, advisory, and planning services, either in person or online. Our international clients are in Dubai, Canada, UK, Dublin, and Japan – we can work with you and assist no matter where you are.